Financial Poise

Weekly Commentary

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The Case for Investing in Climate Adaptation and Climate Migration

The issue of climate change has been politically charged for years. Here we discuss the reasons for investing in climate adaptation and climate migration and some investments to consider if you’re a climate-conscious investor.

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Why Organizational Change Happens Slower Than You Think

Organizational change tends to happen more slowly (and less successfully) than you may think. In fact, McKinsey estimates that 70% of change programs fail to reach their goals. And yet executives keep launching change initiatives, acting surprised when the next one stalls. So, it begs the question: why is change management so hard to implement?

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Private vs Public Companies: What Investors Need to Know Before They Invest (Part 2)

Private markets, once only available to sophisticated “accredited investors”, are now available to millions of unsophisticated accredited investors and millions of even less sophisticated non-accredited investors, leading to social media ads that offer investment opportunities that many, if not most, would be better off avoiding.

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Private vs Public Companies: What Investors Need to Know Before They Invest (Part 1)

For anyone just starting to invest, or for those trying to make sense of how to invest in the companies you hear about in the news, understanding how these Public vs. Private companies work and the risks associated with each is essential.

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Are College Degrees Still Worth the Investment?

The four-year college degree used to be the standard. Lately, the number of entry-level white-collar jobs is declining, forcing the question: Is a college education still worth the investment?

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Young Investors Are Investing. Are They Getting It Right?

Something interesting is happening on Main Street: young people are actually investing. Not just talking about it, not just watching TikToks about it– they’re moving real money into real accounts, often from their phones, often before their 30th birthday.

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Investing in an Aging Population: How Demographic Trends Shape Investment Opportunities

The world is getting older, fast. And Harry Dent, Jr.’s simple but powerful idea, that demographics drive economics, may be worth understanding as we watch the population enter a new, yet predictable, life stage that you may be able to capitalize on as an investor.

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How Effective Are Annual Performance Reviews?

Only 14% of employees strongly agree that their performance reviews actually inspire them to improve. So we did a performance review on performance reviews. What’s not working, and how can companies improve the process?

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Check Your Work: The Growing Problem of AI Hallucinations in the Workplace

Even the most advanced AI systems still get things wrong. Here what responsible AI-use actually looks like.

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Don’t Take It at Face Value: What Investors Need to Know About Credit Rating Agencies

How much trust should investors really put into the letter grades issued by credit rating agencies?

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